AMAT vs WFC: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Wells Fargo & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Applied Materials, Inc. · Technology
$603.04
-45.0% upside to fair value
Grade C
High Quality
VS
Wells Fargo & Company · Financial Services
$87.53
+18.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
WFC has more upside to fair value
(+18.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
WFC |
| Current Price |
$603.04 |
$87.53 |
| Fair Value Estimate |
$331.67 |
$103.38 |
| Upside to Fair Value |
-45.0%
|
+18.1%
|
| Market Cap |
$478.8B |
$267.8B |
| Forward P/E |
56.4x
|
—
|
| EV / EBITDA |
43.0x
|
15.8x
|
| Price / Sales |
16.5x
|
2.1x
|
| Price / FCF |
80.3x
|
226.4x
|
| Revenue Growth YoY |
+11.4%
|
+11.3%
|
| Gross Margin |
49.0%
|
64.5%
|
| Operating Margin |
29.5%
|
21.2%
|
| Return on Equity |
39.8%
|
12.6%
|
| Dividend Yield |
0% |
2.06% |
| FCF Yield |
1.25%
|
0.44%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Applied Materials, Inc. is a leading semiconductor equipment company with a strong competitive moat in multiple wafer fab equipment segments, driven by its scale, infrastructure, and technology leadership in AI-critical process steps. The company benefits from a seasoned management team led by CEO Gary Dickerson, who has over 12 years at the helm and a track record of strong revenue and profitabi…
Wells Fargo is a diversified U.S. bank operating consumer and commercial banking, corporate and investment banking, and wealth management, supported by a large deposit franchise, a $2.3 trillion asset base, nationwide advisory distribution, and increasingly relevant capital-markets capabilities. Business quality is high but not without legacy constraints: return on equity is 12.6%, gross margin i…
Accumulation Zones
| Metric |
AMAT |
WFC |
| Zone Low |
$248.75 |
$77.53 |
| Zone High |
$281.92 |
$87.87 |
| In Buy Zone? |
No
|
Yes
|